HLGE vs. EVUS ETF Comparison
Comparison of Hartford Longevity Economy ETF (HLGE) to iShares ESG Aware MSCI USA Value ETF (EVUS)
HLGE
Hartford Longevity Economy ETF
HLGE Description
The Fund seeks to provide investment results that, before fees and expenses, correspond to the total return performance of an Index, which is designed to generate attractive risk-adjusted returns by investing in companies that comprise industries that reflect certain themes that are expected to benefit from the growth of the aging population and the substantial buying power it represents.
Grade (RS Rating)
Last Trade
$31.64
Average Daily Volume
795
Number of Holdings
*
339
* may have additional holdings in another (foreign) market
EVUS
iShares ESG Aware MSCI USA Value ETF
EVUS Description
EVUS tracks an index of large- and mid-cap US value stocks perceived to have positive ESG characteristics. The parent index, MSCI USA Value Index, identifies value stocks through book value-to-price ratio, 12-month forward earnings-to-price ratio, and dividend yield. Securities are then screened to exclude companies involved in controversial businesses and issues (e.g., weapons, tobacco, climate change issues). All selected securities are assigned an ESG score that evaluates a companys exposure to key ESG issues based on the companys business segment and geographic risk, as well as their strategies and programs to manage these risks and opportunities. Using a sector-specific weighting model, companies are rated and ranked against industry peers. The quantitative process leans toward higher-rated stocks while also considering market-cap and constraints based on the parent index. The fund may engage in securities lending. The index is reviewed and rebalanced quarterly.Grade (RS Rating)
Last Trade
$29.86
Average Daily Volume
2,318
Number of Holdings
*
234
* may have additional holdings in another (foreign) market
Performance
| Period | HLGE | EVUS |
|---|---|---|
| 30 Days | 1.89% | 3.06% |
| 60 Days | 3.27% | 6.91% |
| 90 Days | 3.96% | 10.23% |
| 12 Months | 31.02% | 28.92% |
98 Overlapping Holdings
| Symbol | Grade | Weight in HLGE | Weight in EVUS | Overlap | |
|---|---|---|---|---|---|
| A | C | 0.38% | 0.22% | 0.22% | |
| ABBV | B | 0.4% | 1.07% | 0.4% | |
| ABT | C | 0.35% | 0.24% | 0.24% | |
| ACGL | B | 0.07% | 0.19% | 0.07% | |
| ADI | C | 0.65% | 0.29% | 0.29% | |
| AFL | A | 0.16% | 0.23% | 0.16% | |
| AMGN | D | 0.36% | 0.88% | 0.36% | |
| ANSS | D | 0.15% | 0.34% | 0.15% | |
| AVGO | C | 0.53% | 3.1% | 0.53% | |
| AXP | B | 0.25% | 0.84% | 0.25% | |
| BAC | D | 0.34% | 1.14% | 0.34% | |
| BBY | A | 0.11% | 0.32% | 0.11% | |
| BK | B | 0.49% | 0.69% | 0.49% | |
| BLK | B | 0.16% | 0.29% | 0.16% | |
| BMY | C | 0.31% | 0.37% | 0.31% | |
| BRK.A | C | 0.44% | 1.17% | 0.44% | |
| C | C | 0.38% | 0.62% | 0.38% | |
| CAH | C | 0.06% | 0.29% | 0.06% | |
| CB | B | 0.25% | 0.13% | 0.13% | |
| CBRE | B | 0.04% | 0.33% | 0.04% | |
| CHD | C | 0.13% | 0.27% | 0.13% | |
| CI | C | 0.41% | 0.64% | 0.41% | |
| CMCSA | C | 0.48% | 0.39% | 0.39% | |
| CNC | D | 0.27% | 0.23% | 0.23% | |
| COF | B | 0.15% | 0.14% | 0.14% | |
| CVS | D | 0.01% | 0.09% | 0.01% | |
| DGX | B | 0.16% | 0.28% | 0.16% | |
| DHI | C | 0.12% | 0.19% | 0.12% | |
| DHR | B | 0.18% | 0.84% | 0.18% | |
| DIS | D | 0.03% | 0.74% | 0.03% | |
| EA | D | 0.43% | 0.35% | 0.35% | |
| ED | B | 0.11% | 0.27% | 0.11% | |
| EIX | B | 0.11% | 0.29% | 0.11% | |
| ELV | D | 0.74% | 0.88% | 0.74% | |
| FSLR | C | 0.19% | 0.14% | 0.14% | |
| GILD | B | 0.5% | 0.92% | 0.5% | |
| GIS | B | 0.1% | 0.71% | 0.1% | |
| GS | B | 0.45% | 0.72% | 0.45% | |
| HBAN | B | 0.24% | 0.24% | 0.24% | |
| HCA | B | 0.47% | 0.36% | 0.36% | |
| HD | B | 0.65% | 2.06% | 0.65% | |
| HOLX | D | 0.12% | 0.14% | 0.12% | |
| HON | C | 0.21% | 0.78% | 0.21% | |
| HPE | C | 0.74% | 0.31% | 0.31% | |
| HPQ | C | 0.78% | 0.16% | 0.16% | |
| HUM | F | 0.29% | 0.11% | 0.11% | |
| ICE | C | 0.11% | 0.11% | 0.11% | |
| INTC | D | 0.2% | 0.54% | 0.2% | |
| IRM | C | 0.38% | 0.36% | 0.36% | |
| JNJ | C | 0.82% | 1.53% | 0.82% | |
| JPM | D | 0.32% | 2.47% | 0.32% | |
| KMB | C | 0.33% | 0.38% | 0.33% | |
| KO | B | 0.48% | 1.92% | 0.48% | |
| KR | B | 0.53% | 0.4% | 0.4% | |
| LOW | B | 0.71% | 0.76% | 0.71% | |
| MCD | B | 0.03% | 0.66% | 0.03% | |
| MDLZ | C | 0.05% | 0.1% | 0.05% | |
| MET | B | 0.08% | 0.52% | 0.08% | |
| MMM | B | 0.02% | 0.64% | 0.02% | |
| MRK | F | 0.56% | 0.62% | 0.56% | |
| MS | B | 0.34% | 0.84% | 0.34% | |
| MU | D | 0.34% | 0.4% | 0.34% | |
| NOC | B | 0.19% | 0.44% | 0.19% | |
| NTAP | D | 0.82% | 0.09% | 0.09% | |
| NXPI | D | 0.88% | 0.55% | 0.55% | |
| ORCL | B | 0.97% | 1.16% | 0.97% | |
| PEG | B | 0.25% | 0.94% | 0.25% | |
| PEP | D | 0.37% | 0.92% | 0.37% | |
| PFE | D | 0.25% | 0.66% | 0.25% | |
| PG | C | 0.35% | 1.54% | 0.35% | |
| PGR | C | 0.2% | 0.39% | 0.2% | |
| PHM | B | 0.26% | 0.15% | 0.15% | |
| PNC | C | 0.37% | 0.56% | 0.37% | |
| PRU | C | 0.26% | 0.99% | 0.26% | |
| QCOM | D | 0.93% | 0.65% | 0.65% | |
| REGN | D | 0.65% | 0.29% | 0.29% | |
| RMD | C | 0.24% | 0.1% | 0.1% | |
| RTX | B | 0.33% | 0.8% | 0.33% | |
| SPGI | C | 0.15% | 0.69% | 0.15% | |
| STE | B | 0.05% | 0.34% | 0.05% | |
| STT | B | 0.29% | 0.17% | 0.17% | |
| SYF | C | 0.19% | 0.36% | 0.19% | |
| SYY | C | 0.28% | 0.1% | 0.1% | |
| T | B | 0.52% | 0.37% | 0.37% | |
| TFC | D | 0.12% | 0.21% | 0.12% | |
| TGT | C | 0.38% | 0.44% | 0.38% | |
| TJX | C | 0.65% | 0.17% | 0.17% | |
| TMO | B | 0.4% | 0.14% | 0.14% | |
| TSCO | B | 0.2% | 0.24% | 0.2% | |
| TXN | B | 0.91% | 1.51% | 0.91% | |
| UNH | C | 0.59% | 2.05% | 0.59% | |
| USB | C | 0.26% | 0.26% | 0.26% | |
| VZ | A | 0.39% | 0.85% | 0.39% | |
| WDC | C | 0.77% | 0.12% | 0.12% | |
| WELL | C | 0.3% | 0.43% | 0.3% | |
| WFC | D | 0.3% | 0.21% | 0.21% | |
| ZBH | F | 0.11% | 0.22% | 0.11% | |
| ZTS | B | 0.47% | 0.48% | 0.47% |
HLGE Overweight 241 Positions Relative to EVUS
| Symbol | Grade | Weight | |
|---|---|---|---|
| EBAY | B | 1.07% | |
| META | B | 1.01% | |
| CARG | C | 0.99% | |
| NVDA | C | 0.96% | |
| AMZN | C | 0.95% | |
| GOOGL | D | 0.95% | |
| CARS | F | 0.92% | |
| MSFT | C | 0.86% | |
| STX | B | 0.85% | |
| DELL | C | 0.83% | |
| PSTG | F | 0.81% | |
| WMT | B | 0.81% | |
| CVLT | B | 0.81% | |
| YELP | D | 0.81% | |
| AAPL | C | 0.8% | |
| CL | C | 0.8% | |
| MPWR | B | 0.77% | |
| JWN | C | 0.77% | |
| NOW | C | 0.77% | |
| CRUS | D | 0.73% | |
| MCHP | D | 0.72% | |
| VRTX | D | 0.71% | |
| MTCH | C | 0.7% | |
| FICO | B | 0.68% | |
| DLB | D | 0.67% | |
| OLED | D | 0.66% | |
| LLY | D | 0.63% | |
| GM | C | 0.62% | |
| MTD | C | 0.62% | |
| TMUS | B | 0.62% | |
| DDS | D | 0.62% | |
| BKNG | B | 0.61% | |
| FTNT | B | 0.6% | |
| MCK | F | 0.6% | |
| LMT | A | 0.59% | |
| PRGS | A | 0.59% | |
| PI | B | 0.58% | |
| AXNX | B | 0.57% | |
| TRIP | F | 0.55% | |
| M | F | 0.53% | |
| COST | C | 0.52% | |
| SMCI | F | 0.51% | |
| BSX | B | 0.51% | |
| NFLX | B | 0.51% | |
| PINS | D | 0.5% | |
| PANW | D | 0.48% | |
| AMED | D | 0.48% | |
| OLLI | C | 0.46% | |
| MCO | C | 0.42% | |
| IAC | C | 0.42% | |
| ACI | F | 0.42% | |
| XRX | D | 0.42% | |
| SWKS | F | 0.42% | |
| SYK | C | 0.41% | |
| VRNS | B | 0.41% | |
| SNAP | D | 0.39% | |
| GD | C | 0.38% | |
| DIOD | F | 0.37% | |
| OGN | D | 0.36% | |
| MTB | C | 0.36% | |
| ON | D | 0.36% | |
| UBER | C | 0.35% | |
| CORT | B | 0.35% | |
| DUK | B | 0.34% | |
| SO | B | 0.34% | |
| FITB | B | 0.34% | |
| QLYS | D | 0.33% | |
| ISRG | C | 0.33% | |
| INTU | D | 0.32% | |
| NVR | B | 0.32% | |
| COLL | C | 0.31% | |
| EDR | A | 0.31% | |
| CW | B | 0.3% | |
| MDT | B | 0.3% | |
| ZETA | C | 0.29% | |
| TEL | D | 0.28% | |
| CRWD | D | 0.28% | |
| MTSI | C | 0.28% | |
| CALM | B | 0.28% | |
| YUM | B | 0.28% | |
| HEI | C | 0.27% | |
| UTHR | B | 0.27% | |
| ADSK | B | 0.26% | |
| QRVO | F | 0.26% | |
| MCRI | B | 0.26% | |
| RF | B | 0.26% | |
| CDNS | D | 0.26% | |
| ETR | A | 0.25% | |
| PTC | C | 0.24% | |
| TDG | B | 0.24% | |
| SMTC | C | 0.23% | |
| NYT | B | 0.23% | |
| KTB | B | 0.23% | |
| MSGS | B | 0.23% | |
| GRMN | D | 0.23% | |
| TENB | F | 0.23% | |
| PRG | C | 0.22% | |
| WMK | D | 0.22% | |
| GDDY | C | 0.22% | |
| HRB | C | 0.22% | |
| INCY | C | 0.21% | |
| POWI | F | 0.21% | |
| LAMR | B | 0.21% | |
| TYL | C | 0.21% | |
| ZUO | F | 0.21% | |
| SNPS | F | 0.21% | |
| PPL | A | 0.21% | |
| HSY | D | 0.2% | |
| CINF | C | 0.2% | |
| JHG | B | 0.2% | |
| EXEL | C | 0.2% | |
| EHC | B | 0.2% | |
| RCL | B | 0.19% | |
| ACIW | B | 0.19% | |
| ITCI | D | 0.19% | |
| BJ | D | 0.19% | |
| HLT | B | 0.19% | |
| AVB | C | 0.19% | |
| ADUS | C | 0.18% | |
| BOX | C | 0.18% | |
| WAT | B | 0.18% | |
| LRN | B | 0.18% | |
| PSMT | B | 0.18% | |
| AMD | C | 0.18% | |
| ROST | C | 0.18% | |
| KVUE | B | 0.18% | |
| VICI | C | 0.17% | |
| SPG | B | 0.17% | |
| IMKTA | D | 0.17% | |
| CHE | C | 0.17% | |
| KSS | D | 0.16% | |
| TDC | D | 0.16% | |
| MMSI | C | 0.16% | |
| PDCO | F | 0.16% | |
| FCNCA | D | 0.16% | |
| FE | B | 0.16% | |
| APPN | C | 0.15% | |
| AEP | C | 0.15% | |
| CRVL | B | 0.15% | |
| FLO | C | 0.15% | |
| NHI | C | 0.15% | |
| WGO | D | 0.14% | |
| SHOO | B | 0.14% | |
| EQR | C | 0.14% | |
| ADBE | F | 0.14% | |
| LOPE | D | 0.14% | |
| BDX | D | 0.14% | |
| SHO | C | 0.13% | |
| CRDO | D | 0.13% | |
| WSM | C | 0.13% | |
| ORI | B | 0.13% | |
| SFM | B | 0.12% | |
| TROW | C | 0.12% | |
| ALKT | D | 0.12% | |
| SQSP | B | 0.12% | |
| AMP | B | 0.12% | |
| IDXX | D | 0.11% | |
| LHX | C | 0.11% | |
| FOXA | B | 0.11% | |
| AVT | B | 0.11% | |
| LZB | C | 0.11% | |
| EQH | C | 0.11% | |
| AGYS | D | 0.11% | |
| BKE | B | 0.11% | |
| VEEV | C | 0.1% | |
| DFIN | D | 0.1% | |
| COKE | C | 0.1% | |
| SF | B | 0.1% | |
| JXN | B | 0.1% | |
| MOG.A | B | 0.1% | |
| RJF | C | 0.1% | |
| ROP | C | 0.09% | |
| DTE | A | 0.09% | |
| VTR | C | 0.09% | |
| O | B | 0.09% | |
| KLG | D | 0.09% | |
| JEF | C | 0.09% | |
| ETSY | D | 0.09% | |
| UNM | B | 0.08% | |
| SRE | B | 0.08% | |
| THO | C | 0.08% | |
| APP | C | 0.08% | |
| BPOP | C | 0.08% | |
| VTRS | D | 0.08% | |
| HIMS | D | 0.08% | |
| PJT | B | 0.08% | |
| F | F | 0.08% | |
| GOLF | F | 0.08% | |
| OFG | C | 0.07% | |
| VRSN | C | 0.07% | |
| CHTR | D | 0.07% | |
| LNTH | D | 0.07% | |
| CPRX | C | 0.06% | |
| WBA | F | 0.06% | |
| VSTO | C | 0.06% | |
| ABNB | D | 0.06% | |
| DOCS | B | 0.06% | |
| EPC | F | 0.06% | |
| AIG | D | 0.06% | |
| AEE | B | 0.06% | |
| FTDR | B | 0.06% | |
| PINC | D | 0.06% | |
| LMAT | B | 0.05% | |
| PRDO | D | 0.05% | |
| WOR | F | 0.05% | |
| SGH | D | 0.05% | |
| DOCU | C | 0.05% | |
| NWL | C | 0.05% | |
| AXS | B | 0.05% | |
| EVR | B | 0.05% | |
| PBH | C | 0.04% | |
| WEC | B | 0.04% | |
| HLI | C | 0.04% | |
| MKL | C | 0.04% | |
| BCO | B | 0.04% | |
| ZS | F | 0.04% | |
| CASY | D | 0.04% | |
| FHI | B | 0.04% | |
| CNK | C | 0.03% | |
| LYV | A | 0.03% | |
| LTC | C | 0.03% | |
| CTRE | C | 0.03% | |
| MORN | C | 0.03% | |
| CFG | D | 0.03% | |
| APO | B | 0.03% | |
| MANH | B | 0.03% | |
| MRVL | D | 0.03% | |
| VCTR | B | 0.03% | |
| NRG | B | 0.03% | |
| TNL | C | 0.02% | |
| CASH | D | 0.02% | |
| COLM | C | 0.02% | |
| WHR | C | 0.02% | |
| ALL | C | 0.02% | |
| PFBC | D | 0.02% | |
| SNEX | C | 0.02% | |
| BRBR | B | 0.02% | |
| ANIP | F | 0.01% | |
| UE | C | 0.01% | |
| AMG | C | 0.01% | |
| PIPR | B | 0.01% |
HLGE Underweight 136 Positions Relative to EVUS
| Symbol | Grade | Weight | |
|---|---|---|---|
| XOM | D | -1.53% | |
| IBM | B | -1.24% | |
| CVX | F | -1.17% | |
| ADP | C | -1.16% | |
| CSCO | B | -0.94% | |
| K | A | -0.91% | |
| NEE | B | -0.9% | |
| COP | F | -0.79% | |
| CAT | B | -0.77% | |
| CRH | B | -0.7% | |
| AMT | C | -0.7% | |
| CMI | B | -0.7% | |
| BR | C | -0.69% | |
| ECL | B | -0.68% | |
| CCI | C | -0.68% | |
| OKE | C | -0.66% | |
| KMI | C | -0.65% | |
| NI | B | -0.62% | |
| PNR | B | -0.59% | |
| EQIX | B | -0.59% | |
| EXPD | B | -0.56% | |
| ACN | C | -0.54% | |
| LIN | B | -0.53% | |
| HIG | B | -0.48% | |
| COR | F | -0.46% | |
| DE | A | -0.45% | |
| XYL | C | -0.45% | |
| TRV | C | -0.43% | |
| CARR | B | -0.43% | |
| FERG | D | -0.43% | |
| LKQ | F | -0.42% | |
| CLX | C | -0.42% | |
| DLR | B | -0.41% | |
| CMS | B | -0.4% | |
| CHRW | B | -0.4% | |
| SBUX | C | -0.36% | |
| PPG | C | -0.36% | |
| DFS | C | -0.36% | |
| NEM | C | -0.36% | |
| OVV | F | -0.36% | |
| EXC | B | -0.36% | |
| JCI | B | -0.35% | |
| BG | F | -0.35% | |
| NDAQ | C | -0.35% | |
| KEYS | B | -0.35% | |
| PLD | C | -0.34% | |
| COO | C | -0.34% | |
| PSX | F | -0.33% | |
| UPS | D | -0.32% | |
| FLUT | C | -0.32% | |
| SCHW | D | -0.32% | |
| FI | B | -0.31% | |
| TAP | D | -0.3% | |
| KHC | C | -0.3% | |
| WY | C | -0.29% | |
| FTV | C | -0.28% | |
| FBIN | B | -0.28% | |
| D | C | -0.28% | |
| SLB | F | -0.28% | |
| URI | B | -0.27% | |
| NUE | D | -0.26% | |
| BKR | C | -0.26% | |
| ETN | C | -0.26% | |
| ES | B | -0.25% | |
| FIS | C | -0.25% | |
| MMC | C | -0.25% | |
| CNH | C | -0.25% | |
| KDP | B | -0.25% | |
| J | A | -0.24% | |
| FDX | D | -0.22% | |
| VLO | F | -0.22% | |
| PYPL | B | -0.22% | |
| DAL | C | -0.22% | |
| LH | D | -0.21% | |
| TFX | B | -0.2% | |
| WTRG | D | -0.2% | |
| FDS | C | -0.19% | |
| OC | C | -0.19% | |
| MRO | D | -0.18% | |
| AIZ | B | -0.18% | |
| TRMB | C | -0.17% | |
| IEX | C | -0.17% | |
| HII | F | -0.17% | |
| GEV | B | -0.17% | |
| MKC | C | -0.16% | |
| ALLE | B | -0.16% | |
| JBHT | D | -0.16% | |
| HUBB | B | -0.14% | |
| NTRS | C | -0.14% | |
| AKAM | D | -0.14% | |
| IP | C | -0.14% | |
| IFF | A | -0.14% | |
| CPB | C | -0.14% | |
| WTW | B | -0.13% | |
| DOW | C | -0.13% | |
| BIIB | F | -0.13% | |
| HRL | F | -0.13% | |
| EQT | C | -0.13% | |
| WMB | C | -0.13% | |
| IR | B | -0.13% | |
| BALL | C | -0.12% | |
| FANG | F | -0.12% | |
| SOLV | D | -0.12% | |
| ADM | D | -0.12% | |
| BXP | C | -0.12% | |
| PFG | B | -0.12% | |
| JNPR | A | -0.12% | |
| ROK | D | -0.12% | |
| GEHC | B | -0.11% | |
| STZ | C | -0.11% | |
| LDOS | A | -0.11% | |
| TWLO | C | -0.11% | |
| AVY | C | -0.11% | |
| ITW | B | -0.11% | |
| MKTX | D | -0.11% | |
| CBOE | C | -0.11% | |
| PSA | C | -0.11% | |
| FOX | B | -0.11% | |
| ULTA | D | -0.11% | |
| AVTR | C | -0.11% | |
| PAYX | C | -0.11% | |
| LYB | D | -0.1% | |
| IPG | C | -0.1% | |
| DD | B | -0.1% | |
| AZPN | B | -0.1% | |
| DOV | B | -0.1% | |
| STLD | C | -0.1% | |
| GEN | A | -0.1% | |
| APD | B | -0.1% | |
| CCK | B | -0.1% | |
| CAG | B | -0.1% | |
| NKE | D | -0.1% | |
| KMX | D | -0.09% | |
| TTC | F | -0.09% | |
| DG | F | -0.07% | |
| DLTR | F | -0.07% |
HLGE: Top Represented Industries & Keywords
Industries:
Software - Application
Semiconductors
Asset Management
Banks - Regional - US
Capital Markets
Software - Infrastructure
Internet Content & Information
Utilities - Regulated Electric
Biotechnology
Diagnostics & Research
Drug Manufacturers - Major
Aerospace & Defense
Household & Personal Products
Medical Instruments & Supplies
Specialty Retail
Grocery Stores
Health Care Plans
Insurance - Property & Casualty
Medical Devices
Data Storage
EVUS: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Drug Manufacturers - Major
Packaged Foods
Business Services
Capital Markets
Health Care Plans
Semiconductors
Specialty Chemicals
Credit Services
Diagnostics & Research
Integrated Shipping & Logistics
Medical Instruments & Supplies
Oil & Gas E&P
Software - Application
Utilities - Regulated Electric
Asset Management
Banks - Global
Banks - Regional - US
Household & Personal Products
Insurance - Diversified
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